Summit Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Buy |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $905K | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $904K | Buy |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q3 | $511K | Hold |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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